FoliosFlow for Planview Portfolios
Controlled automation for Planview, powered by SmartSync
Automate Planview safely using SmartSync change detection, SentinelFlow security and full auditability.
From project creation and financial updates to resource alignment and portfolio governance, FoliosFlow focuses on controlled execution, delta-based processing and predictable outcomes.
- ✓ SmartSync delta detection — process only what changed
- ✓ Portfolio, project, resource and financial updates
- ✓ KnowledgeFlow support for faster setup and troubleshooting
- ✓ SentinelFlow vault-secured authentication
- ✓ Local execution only — no hosted SaaS control layer
Designed for Planview Portfolios administrators, PMOs and transformation teams.
Proven enterprise use
Planview Portfolios Drift Out of Sync Every Day
Manual updates, spreadsheets and disconnected systems create the same problem: Planview does not reflect reality quickly enough for confident decision-making.
❌ Project data in spreadsheets
PMs track scope, dates and status offline, leaving portfolio reporting out of date.
❌ Finance misalignment
Forecasts and actuals often live outside Planview, creating conflicting views of portfolio performance.
❌ Resource inconsistency
HR and line managers update roles and capacity outside the system, reducing planning accuracy.
❌ Manual admin overhead
PMO teams spend hours maintaining data instead of governing it.
FoliosFlow closes this gap with controlled automation and optional SmartSync optimisation.
Three Steps to Planview Portfolios Automation
FoliosFlow connects your source data, secures access with SentinelFlow and optionally applies SmartSync to optimise execution.
⚙️ Step 1: Configure the data flow
Define sources, targets and mappings using structured configuration.
- Use Excel, CSV, JSON, SQL or API-driven sources
- Target portfolios, projects, resources and financial entities
- Map fields using clear, maintainable configuration
- Use KnowledgeFlow support to speed up setup
Example use cases include project creation, status updates and finance alignment.
🔐 Step 2: Secure authentication
SentinelFlow retrieves credentials from enterprise-approved stores so they do not live in scripts or configs.
- Supports CyberArk, 1Password and Windows Credential Manager
- Keeps access aligned with enterprise security expectations
- Maintains a clear audit trail of execution activity
Result: secure operational access without scattering credentials across files and local scripts.
🔄 Step 3: Optional SmartSync delta detection
SmartSync compares source data to Planview and applies only the differences where appropriate.
- Create new projects where needed
- Update only changed fields
- Minimise payload size and risk
Result: efficient execution and predictable updates at scale.
Controlled Execution Across Planview
FoliosFlow supports practical, repeatable governance workflows across Planview Portfolios.
➕ Create projects and portfolios
Generate structured entities from intake or external systems.
✏️ Update key data
Apply delta-based updates to status, financials and ownership.
📊 Align financials
Sync budgets, forecasts and actuals with finance systems.
🧑🤝🧑 Manage resources
Keep roles and assignments aligned with HR data.
🤖 Guided setup
Use KnowledgeFlow to accelerate configuration and troubleshooting.
🔒 Secure execution
Run with vault-managed credentials and full audit trails.
Enterprise Security Built In
FoliosFlow uses SentinelFlow for secure credential handling, local execution and auditability.
🔐 Vault-aware credentials
Supports CyberArk, 1Password and Windows Credential Manager.
🏠 Local execution
Runs entirely within your environment.
✅ Audit trail
Full logs of execution and outcomes.
🌍 Controlled exposure
No external SaaS control layer or credential storage.
Ready to Automate Planview?
Talk to us about FoliosFlow use cases, security architecture and how it could fit into your wider automation strategy.